BAC

Boys Arnold & Co Portfolio holdings

AUM $556M
1-Year Est. Return 6.52%
This Quarter Est. Return
1 Year Est. Return
-6.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$634M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.38M
3
+$745K
4
AAPL icon
Apple
AAPL
+$702K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$559K

Top Sells

1
+$823K
2
+$798K
3
+$688K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$660K
5
GT icon
Goodyear
GT
+$480K

Sector Composition

1 Consumer Discretionary 10.14%
2 Healthcare 8.76%
3 Technology 8.38%
4 Industrials 8.29%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.99M 0.95%
58,541
-300
27
$5.83M 0.92%
245,842
-5,048
28
$5.47M 0.86%
168,583
-1,655
29
$5.37M 0.85%
98,576
-15,100
30
$5.19M 0.82%
97,397
-5,365
31
$5.15M 0.81%
40,386
-1,286
32
$5.02M 0.79%
127,397
+4,445
33
$4.97M 0.78%
44,035
+793
34
$4.88M 0.77%
115,220
+5,660
35
$4.55M 0.72%
37,539
+1,966
36
$4.54M 0.72%
43,872
+21,276
37
$4.5M 0.71%
18
38
$4.49M 0.71%
41,395
-1,593
39
$4.42M 0.7%
67,181
-96
40
$4.32M 0.68%
39,636
+4,450
41
$4.29M 0.68%
108,628
-364
42
$4.22M 0.67%
39,998
+3,900
43
$4.16M 0.66%
121,385
+6,090
44
$4.06M 0.64%
52,042
-174
45
$3.95M 0.62%
65,165
+634
46
$3.92M 0.62%
122,148
+640
47
$3.76M 0.59%
47,565
-1,150
48
$3.73M 0.59%
22,402
+798
49
$3.5M 0.55%
68,004
-1,175
50
$3.48M 0.55%
96,558
-260
1
2
3 4 5